Brokerages Set Super Micro Computer, Inc. (NASDAQ:SMCI) PT at $47.50

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) have been given a consensus recommendation of “Hold” by the eighteen research firms that are currently covering the company, Marketbeat Ratings reports. Two analysts have rated the stock with a sell recommendation, eight have assigned a hold recommendation and eight have issued a buy recommendation on the company. The average 12-month price objective among brokerages that have updated their coverage on the stock in the last year is $47.00.

SMCI has been the subject of a number of recent research reports. Northland Securities set a $63.00 target price on shares of Super Micro Computer in a research report on Wednesday, November 5th. Sanford C. Bernstein cut their price objective on shares of Super Micro Computer from $46.00 to $42.00 and set a “market perform” rating for the company in a report on Wednesday, November 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Super Micro Computer in a research note on Monday, December 29th. Zacks Research upgraded Super Micro Computer from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Finally, Mizuho set a $31.00 price target on Super Micro Computer and gave the company a “neutral” rating in a report on Friday, January 9th.

Super Micro Computer Price Performance

Shares of Super Micro Computer stock opened at $29.42 on Friday. The stock has a market capitalization of $17.56 billion, a P/E ratio of 23.54, a PEG ratio of 0.59 and a beta of 1.54. The business has a 50 day simple moving average of $32.47 and a two-hundred day simple moving average of $43.20. Super Micro Computer has a 12 month low of $25.71 and a 12 month high of $66.44. The company has a debt-to-equity ratio of 0.72, a current ratio of 5.39 and a quick ratio of 2.95.

Super Micro Computer (NASDAQ:SMCI) last issued its quarterly earnings results on Tuesday, November 4th. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.11). The firm had revenue of $5.02 billion for the quarter, compared to analysts’ expectations of $6.48 billion. Super Micro Computer had a return on equity of 12.70% and a net margin of 3.77%.The firm’s revenue for the quarter was down 15.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.73 earnings per share. Super Micro Computer has set its Q2 2026 guidance at 0.460-0.540 EPS. As a group, analysts predict that Super Micro Computer will post 1.86 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Anfield Capital Management LLC acquired a new stake in Super Micro Computer during the second quarter worth about $25,000. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of Super Micro Computer in the 2nd quarter valued at approximately $25,000. Armstrong Advisory Group Inc. purchased a new stake in shares of Super Micro Computer in the 3rd quarter valued at approximately $29,000. Hazlett Burt & Watson Inc. increased its holdings in shares of Super Micro Computer by 68.6% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 661 shares of the company’s stock worth $31,000 after buying an additional 269 shares during the last quarter. Finally, TD Private Client Wealth LLC raised its position in shares of Super Micro Computer by 46.0% during the 2nd quarter. TD Private Client Wealth LLC now owns 800 shares of the company’s stock valued at $39,000 after buying an additional 252 shares during the period. Institutional investors and hedge funds own 84.06% of the company’s stock.

Key Stories Impacting Super Micro Computer

Here are the key news stories impacting Super Micro Computer this week:

• Positive Sentiment: Company expanding into in‑store/retail AI via partner collaborations that could open a recurring, edge‑AI revenue stream. Super Micro Computer (SMCI) Announces Collaboration with Technology Partners
• Positive Sentiment: Analysts highlight SMCI’s edge AI retail push (NVIDIA GPU partnerships) as a credible pathway into new markets that leverage existing server/GPU expertise. Can SMCI’s Edge AI Infrastructure Enable Its Entry in the Retail Space?
• Positive Sentiment: Bull case argues SMCI is deeply undervalued on forward metrics (low PEG/P/E vs. peers) with potential upside from AI demand and diversified CPU/GPU partnerships. Super Micro Computer: Improving Business Mix, Dirt Cheap Valuation
• Positive Sentiment: SMCI outperformed peers on a strong trading day tied to sector strength, helping short‑term sentiment. Super Micro Computer Inc. stock outperforms competitors on strong trading day
• Neutral Sentiment: Coverage notes a new credit facility and AI expansion that could support liquidity and growth, but details are early. A Look At Super Micro Computer (SMCI) Valuation As AI Expansion And New Credit Facility Support Growth
• Neutral Sentiment: Market‑commentary pieces summarize intraday drivers and volatility — useful for traders but not new fundamental data. What’s Going On With Super Micro Computer Stock Today?
• Negative Sentiment: Goldman Sachs initiated coverage with a negative view, warning downside may not be over — a major catalyst that pressured sentiment and helped push the recent sell‑off. Goldman Sachs explains why SMCI stock price nightmare isn’t over yet
• Negative Sentiment: Wall Street coverage flags margin degradation as a key risk; concerns about profitability make investors cautious despite revenue/AI growth opportunities. Super Micro Stock Is Sliding. Wall Street Is Worried About Margins
• Negative Sentiment: SMCI has fallen sharply in recent months (articles note ~46% 3‑month decline), increasing downside risk and making consensus outlook and analyst commentary more influential. Supermicro Stock Slips 46% in 3 Months: Should You Buy, Sell, or Hold SMCI?

Super Micro Computer Company Profile

Super Micro Computer, Inc (Supermicro) is a technology company that designs, develops and manufactures high-performance server, storage and networking solutions for enterprise, cloud, data center, high performance computing (HPC) and edge computing customers. The company’s product portfolio includes rackmount and blade servers, storage subsystems, motherboards, chassis, power supplies and networking components, with an emphasis on high-density, energy-efficient configurations and platforms optimized for GPU-accelerated workloads and artificial intelligence applications.

Headquartered in San Jose, California, Supermicro combines in-house engineering with a global manufacturing and distribution footprint to deliver configurable, application-specific systems.